东方金诚公告【2025】0576 号 东方金诚国际信用评估有限公司（以下简称"东方金诚"）受托对联创电子科技股份有限公司（以 下简称"联创电子"或"公司"）及其发行的"联创电子科技股份有限公司 2020 年可转换公司债券" （以下简称"联创转债"）进行了信用评级。2025 年 6 月 25 日，东方金诚对联创电子主体及"联创 转债"进行了定期跟踪评级，维持公司主体信用等级为 AA-，评级展望稳定，维持"联创转债"信 用等级为 AA-，评级结果在"联创转债"的存续期内有效。 东方金诚关注到，近日联创电子发布公告，称控股股东江西鑫盛投资有限公司（以下简称"江 西鑫盛"）正在筹划有关协议转让所持有的公司部分股权等事宜，该事项可能导致公司控股股东、实 际控制人发生变更。 上述事项发生后，东方金诚通过电话访谈、查询公开资料等方式了解到：2025 年 12 月 24 日， 江西鑫盛与南昌市北源智能产业投资合伙企业（有限合伙）（以下简称"北源智能"）签订了《江西 鑫盛投资有限公司与南昌市北源智能产业投资合伙企业（有限合伙）关于联创电子科技股份有限公 司之股份转让协议》，约定北源智能分批支付 899999990.70 元收购 ...

Market Overview - The Shanghai Composite Index closed at 3968.84 points, above the annual line, with a slight increase of 0.09% [1] - The total trading volume of A-shares reached 24,617.43 billion yuan [1] Stocks Breaking Annual Line - A total of 92 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Wajingke (8.82%) - Zhangyue Technology (8.44%) - Suoling Co., Ltd. (7.81%) [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Wajingke: 20.00% increase, turnover rate of 14.94%, latest price at 37.80 yuan [1] - Zhangyue Technology: 10.00% increase, turnover rate of 12.20%, latest price at 22.12 yuan [1] - Suoling Co., Ltd.: 10.00% increase, turnover rate of 10.69%, latest price at 6.05 yuan [1] - Other stocks with significant increases include: - Desheng Technology: 10.03% increase - Nanxing Co., Ltd.: 10.00% increase [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Guifaxiang - Guangkang Biochemical - Shunwang Technology [1]

联创电子所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：激光雷达、光学、 OLED、MR混合现实、无人驾驶等。 截至12月19日，联创电子股东户数10.59万，较上期减少3.49%；人均流通股9946股，较上期增加 3.61%。2025年1月-9月，联创电子实现营业收入64.89亿元，同比减少16.20%；归母净利润5092.02万 元，同比增长210.26%。 分红方面，联创电子A股上市后累计派现2.74亿元。近三年，累计派现966.23万元。 机构持仓方面，截止2025年9月30日，联创电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2357.66万股，相比上期增加562.68万股。南方中证1000ETF（512100）位居第四大流通股 东，持股969.17万股，相比上期减少19.16万股。华夏中证1000ETF（159845）位居第五大流通股东，持 股575.72万股，相比上期减少1.17万股。广发中证1000ETF（560010）位居第八大流通股东，持股 446.30万股，相比上期减少18.24万股。 12月31日，联创电子盘中上涨2.08%，截至14:02，报10.8 ...

Core Viewpoint - The company emphasizes the importance of multi-department collaboration to enhance pre-control, strengthen real-time monitoring, and improve post-processing mechanisms, particularly in managing accounts receivable [1] Group 1 - The company is actively responding to investor inquiries regarding its operational strategies [1] - There is a focus on strengthening the management level of accounts receivable [1] - The company is implementing measures to ensure better coordination among various departments [1]

证券日报网讯12月31日，联创电子（002036）在互动平台回答投资者提问时表示，截至2025年12月19日 收市，公司股东户数为105910户。 ...

最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《关于股东权益变动暨控股股东、实际控制人拟发生变更的提示性公告》 《中信证券股份有限公司关于联创电子科技股份有限公司详式权益变动报告书之财务顾问核查意 见》 《详式权益变动报告书（智能北源、江西国资创投）》 《简式权益变动报告书（江西鑫盛）》 截至2025年12月30日收盘，联创电子（002036）报收于10.6元，较前一交易日下跌1.94%，最新总市值 为111.87亿元。该股当日开盘10.79元，最高10.84元，最低10.6元，成交额达5.64亿元，换手率为 5.01%。 公司于近日发布公告称，联创电子科技股份有限公司于2025年12月24日签署《股份转让协议》和《附条 件生效的股份认购协议》，北源智能受让江西鑫盛持有的70,866,141股股份，占公司总股本的6.71%， 同时江西国资创投拟认购不超过189,095,127股定向发行股票。本次权益变动后，北源智能将成为公司控 股股东，江西省国资委将成为公司实际控制人。该事项尚需获得国资监管机构批准、深交所合规确认及 ...

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [8]. Core Insights - The humanoid robot concept index increased by 4.61% from December 21 to December 26, 2025, outperforming the CSI 300 index by 2.66 percentage points. Year-to-date, the humanoid robot index has risen by 73.16%, surpassing the CSI 300 index by 51.25 percentage points [3][13]. - UBTECH has secured a project worth approximately 59.62 million yuan for the Huizhou Huizhong District humanoid robot data collection center, contributing to a total order amount of nearly 1.4 billion yuan for 2025 [6][23]. - The humanoid robot industry is witnessing significant advancements, including the launch of the 1000th industrial humanoid robot Walker S2 by UBTECH, marking a major milestone in production capacity [4][22]. Weekly Market Review - The humanoid robot index outperformed the CSI 300 index during the week, with notable stock performances including Andar Intelligent, which saw a weekly increase of 43.82%, while Lianchuang Electronics experienced a decline of 5.26% [3][18]. - The report highlights the strong performance of the humanoid robot sector, with a focus on key companies and their recent developments [5][6]. Weekly Hotspots Policy Developments - The Chinese Ministry of Foreign Affairs emphasized China's leading position in humanoid robot manufacturing, citing a significant number of patents and innovations in the field [4][21]. - The establishment of the Beijing Robotics Industry Association aims to enhance industry collaboration and support for companies in the humanoid robotics sector [4][21]. Product and Technology Iteration - UBTECH's Walker S2 robot is capable of performing complex tasks and has been integrated into production lines, showcasing the practical applications of humanoid robots in industrial settings [4][22]. - The Beijing Humanoid Robot Innovation Center has released the XR-1 model, which is designed to enhance the capabilities of humanoid robots in various applications [4][22]. Investment and Financing - Yundongchu Technology has initiated Pre-IPO financing, raising several hundred million yuan, indicating strong investor interest in the humanoid robotics sector [4][23]. - Key companies are making substantial investments in humanoid robotics, with plans for new projects and product developments [5][25][26]. Key Company Announcements - WanKai New Materials has signed a contract to supply lightweight components for humanoid robot arms, indicating ongoing collaboration within the industry [5][25]. - Zhenyu Technology plans to invest 1 billion yuan in the development of humanoid robot components, reflecting the growing demand for advanced robotics solutions [5][26]. - Guoji Precision Engineering is expanding its product offerings to include high-value bearings for humanoid robots, aiming to enhance its market position [5][26].

Group 1 - The core viewpoint of the article highlights the increasing trend of control rights transactions in the A-share market since 2025, with nearly 170 companies disclosing plans for control changes this year, indicating a significant resource optimization in the capital market [1] - The entry of state-owned capital has become a notable trend, with new controlling shareholders often bringing in capital injections and governance optimizations, which contribute to the high-quality development of companies [1][4] - Control rights changes are seen as market-driven behaviors for resource reallocation, with quality capital entering to empower companies and promote industrial integration, aligning with the current demand for high-quality development in the real economy [1] Group 2 - Specific cases illustrate that new controlling shareholders often accompany capital injections and governance optimizations, leading to substantial benefits for company development [2] - For instance, Guo Ao Technology announced a control change with a capital raise of up to 432 million yuan to enhance liquidity, while Xue Rong Biotechnology's control change aims to improve governance and operational capabilities [2] - The driving factors behind the increase in control rights changes include a resonating effect between policy and market forces, with regulatory changes providing a more inclusive environment for mergers and acquisitions [3] Group 3 - State-owned capital has emerged as a strategic partner for many listed companies, leveraging financial strength and industrial resources [4] - Examples include Jiangxi Xinsheng Investment's acquisition of control in Lianchuang Electronics, and Jiang Pharmaceutical's investment of over 1 billion yuan in Tai Long Pharmaceutical to enhance strategic development in the healthcare sector [4] - The deep involvement of state-owned capital reflects the top-level design direction of deepening state-owned enterprise reform and optimizing the layout of the state economy [5] Group 4 - Looking ahead, the A-share control rights market is expected to remain active, shifting focus from "scale expansion" to "quality improvement," emphasizing ownership structure optimization to drive technological upgrades and modern governance [6] - Strengthening corporate governance will become a crucial aspect of high-quality development for listed companies [6]

南财智讯12月29日电，联创电子公告，本次权益变动由股份转让和向特定对象发行股票两部分构成。南 昌市北源智能产业投资合伙企业（有限合伙）（简称"北源智能"）通过协议转让方式受让江西鑫盛投资 有限公司持有的7086.61万股公司股份，占总股本的6.71%，交易价格为12.70元/股，转让价款合计约 9.00亿元。同时，联创电子拟向江西国资创业投资管理有限公司（简称"江西国资创投"）发行不超过 1.89亿股新股，认购金额不超过16.30亿元，发行价格为8.62元/股。两项交易完成后，北源智能与江西 国资创投合计将持有公司20.89%的股份，成为公司新的实际控制力量。其中，江西国资创投持股比例 为15.19%，北源智能持股比例为5.69%。本次变动后，上市公司财务总监将由北源智能推荐人选担任， 体现对公司的实际控制意图。信息披露义务人承诺所持股份在36个月内不对外转让，并承诺保障上市公 司在人员、资产、财务、机构和业务方面的独立性。目前，标的股份存在部分质押，但转让方承诺在交 割前解除相关质押，确保过户顺利完成。未来12个月内，信息披露义务人无继续增持或减持计划。 ...

联创电子科技股份有限公司 详式权益变动报告书 股票上市地点：深圳证券交易所 股票简称：联创电子 股票代码：002036 上市公司名称：联创电子科技股份有限公司 信息披露义务人（二）：江西国资创业投资管理有限公司 住所/通讯地址：江西省南昌市红谷滩区凤凰中大道929号2607-2608室 股份变动性质：权益变动（增加） 签署日期：2025 年 12 月 1 声 明 一、本报告系依据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司收购管理办法》《公开发行证券公司信息披露内容与格式准则第 15 号— —权益变动报告书》《公开发行证券公司信息披露内容与格式准则第 16 号—— 上市公司收购报告书》及其他相关法律、法规和规范性文件编写。 二、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在联创电子科技股份有限公司中（以下简称 "联创电子"）拥有权益的股份变动情况。 截至本报告签署日，除本报告书披露的信息外，信息披露义务人没有通过任 何其他方式增加或减少其在联创电子拥有权益的股份。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义 ...